What currently drives your investment management decisions?

Our goal is to link your investments to a financial plan that has clearly defined what you are trying to achieve.

 

What does 'financial independence' mean to you?

Through meaningful conversations our goal is to help you articulate your answer to this question.

What is most important to you in your advisor relationship?

Through the resources provided by RBC Dominion Securities, we strive to establish your unique relationship requirements.

 

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Beer & Banter - Mid Year Review

Jun 19, 2025 04:00 PM Eastern Daylight Time - Jun 19, 2025 05:00 PM Eastern Daylight Time
Ashburnham Ale House and/or WebEx 128 Hunter Street East Peterborough, ON

We are pleased to invite you to our mid-year market review, where we'll explore key financial trends, review market performance, and share insights for the second half of the year. We are looking forward to your participation in this informative and engaging session.